Finding your way around

The sidebar

The sidebar on the left is your primary navigation, organized into labeled groups.

Every team member sees:

• General — Dashboard, Calendar, Installers
• Sales — Customers, Service orders, Quotes, Invoices
• Catalog — Products, Manufacturers, Vendors, Purchase orders

Shop owners also see Settings:

• Users — team management
• Shop settings — shop details and outbound email
• Integrations — QuickBooks
• Payment providers — Stripe and other hosted processors
• Subscription — plan and billing
• Notifications — automated email/SMS settings and activity

On a phone or narrow window the sidebar tucks away. Tap the menu icon in the top bar to pop it out.

The dashboard

The dashboard (/, sidebar → Dashboard) is the default landing page. Owners see four sections; staff see three (no Overdue invoices). Sections in order from top to bottom:

• Overdue invoices (owners only; appears first when you have overdue invoices, otherwise stays as a compact "All invoices current" pill). Issued invoices whose due date has passed, ordered most-overdue first. The first 5 rows are shown inline; if you have more, a + N more overdue link reveals the rest, up to 10 most-overdue total. Outlined in red and flagged with a count chip; each row shows the invoice number, customer, due date / amount, and days overdue. Open AR at the top right jumps to the full overdue list. Staff users do not see this section.
• Today — jobs on the shop calendar for today, in time order. Each row shows the time, title, status, address, customer, and service-order reference. A red No crew chip flags any job that hasn't been assigned an installer yet. Cancelled entries are dimmed. When today is empty, the card shows "Nothing on the calendar today" plus a Next up hint pointing at the next future job.
• Upcoming — jobs from tomorrow forward, capped at the next 8 displayed rows. If there are more, a + N more on the calendar link reveals the rest (up to 25 total). The leading column prints a short day label ("Tomorrow", "Sat 9", "Mon 11") on the first row of each new day; continuation rows leave that column blank.
• Recent quotes — quotes created in the last 14 days from anywhere in the shop, capped at the most-recent 10 displayed rows. If you have more, a + N more in the last 14 days link reveals the rest (up to 25 total). Voided quotes are excluded. Each row links to the quote and shows the customer, status badge, total, and the time of day; rows are grouped by day with the same leading-column rhythm as Upcoming.

Click any event row (in Today or Upcoming) to open its service order, or the calendar if the row isn't tied to one. Click any overdue or recent-quote row to open that record.

Empty states acknowledge a clean slate: nothing scheduled, no overdue AR, no recent quotes.

The user menu

Click your avatar at the bottom of the sidebar.

Everyone sees: Account, Log out.

Owners also see a plan badge that links to the Subscription page (with an Upgrade hint when you're on Free), plus a Shop settings shortcut.

Guided tours

Pages with a guided tour show a Show me around button next to the page actions. Click it to step through a short walkthrough that highlights each control. Highlighted controls don't respond to clicks during the tour. Use Next/Back in the popover to move through it, or close it any time and re-open from the same button.

Tours adapt to your role and plan. Owners see steps staff don't, and plan-specific notes (e.g. customer-cap reminders on Free) only show up when they apply. Tours work on phones and tablets, though small screens skip some details to keep things readable.

Pages with tours: Dashboard, Calendar, Customers (list + detail), Service orders (list + detail), Quotes, Invoices, Products, Purchase orders, Installers, and Settings → Subscription / Integrations / Payment providers.

Global search (Cmd-K / Ctrl-K)

Press ⌘K (Mac) or Ctrl-K (Windows / Linux) from anywhere in the app to open the global search palette. Start typing a name, document number, phone, email, or address city; results group by Customers, Quotes, Invoices, and Service orders. Arrow keys move between rows, Enter opens the selected record, Esc closes.

When the match comes from a contact field (a phone number, email, or a contact's first name) rather than the customer's display name, the row labels it: Phone: 555-100-2000 or Contact: Greta Hines. That way you can tell at a glance why the record came up.

Recently viewed records show up first when you open the palette without typing anything.

List-page search and filters

Each list page (Customers, Quotes, Invoices, Service orders) has the same controls:

• Search box — searches names, document numbers, contacts, addresses, and other context-relevant fields. Edits update the URL so the result is shareable and survives reload.
• Status chips — toggle one or more statuses. Click a chip to add or remove it; Clear wipes all status filters at once.
• Active customer filter — when you arrive on a list from a customer's Financial pulse (AR balance, Open quotes, Last invoice), a chip at the top of the controls reads "Filtered by Customer name" with an × to clear it. Removing the chip returns you to the unfiltered list while keeping any active search and status filters.